Inspire 500 ETF
PTL
71 hedge funds and large institutions have $295M invested in Inspire 500 ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 2 closing their positions.
950% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 2
120% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 15
37% more funds holding
Funds holding: 52 → 71 (+19)
33% more capital invested
Capital invested by funds: $222M → $295M (+$72.6M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.1% less ownership
Funds ownership: 77.96% → 77.86% (-0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAW
Plan A Wealth
Lincoln,
Nebraska
|
+$14.4M |
| 2 |
CIA
Christian Investment Advisors
New Braunfels,
Texas
|
+$10.7M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$8.41M |
| 4 |
LWAM
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
+$5.49M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$6.89M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$4.1M |
| 3 |
MI
Moneywise Inc
Forest,
Virginia
|
-$2.71M |
| 4 |
GS
GTS Securities
New York
|
-$2.7M |
| 5 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$1.68M |
PTL Hedge Fund Activity: Q2 2025 in Review
71 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Inspire 500 ETF (PTL) for Q2 2025, worth a combined $295M — up 33% from $222M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PTL positions and 2 closed out — a net gain of 19 holders — while 33 added to existing stakes and 15 trimmed.
The largest buyer was Plan A Wealth, adding an estimated $14.4M. The largest seller was Strategic Equity Management, cutting an estimated $6.89M.
- 71 institutional investors held Inspire 500 ETF (PTL) as of Q2 2025, up from 52 in Q1 2025.
- Funds reported $295M of Inspire 500 ETF stock for Q2 2025, up 33% quarter-over-quarter.
- 21 funds opened new Inspire 500 ETF positions in Q2 2025 and 2 closed out, a net change of +19 holders.
- The largest Inspire 500 ETF buyer in Q2 2025 was Plan A Wealth, an estimated $14.4M added.
- The largest Inspire 500 ETF seller in Q2 2025 was Strategic Equity Management, an estimated $6.89M sold.
Based on aggregated 13F filings for Q2 2025.